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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,993 | $29,736+508.7% | $56,033+223.0% | $80,935+123.6% |
| Participation rate | 91.2% | 41.7%+49.5pp | 52.5%+38.7pp | 67.7%+23.5pp |
| Annual return | 1060.79% | 35.28%+1025.5pp | 1711.38%-650.6pp | 35.66%+1025.1pp |
| Employer contribution / active EE | $47,522 | $671+6977.7% | $1,041+4465.5% | $2,757+1623.9% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,600 | $2,434+171.2% | $2,827+133.5% | $6,924-4.7% |